FHLC icon

Fidelity MSCI Health Care Index ETF
FHLC

Overview Fund Activity

174 hedge funds and large institutions have $448M invested in Fidelity MSCI Health Care Index ETF in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
3.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
32
Increased
54
Reduced
61
Closed
32
Calls
–
Puts
$647K
Net Calls
-$647K
Net Calls Change
-$647K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$81.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.54M
3
FPGK
Financial Partners Group (Kansas)
Kansas
+$3.95M
4
SFS
Sowell Financial Services
Arkansas
+$2.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.22M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$101M
2
FI
FormulaFolio Investments
Michigan
-$26.2M
3
KFS
Kelly Financial Services
Massachusetts
-$9.73M
4
Bank of America
Bank of America
North Carolina
-$8.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
Ironwood Financial
Arizona
$52K +$52K +1,200 New
BWA
127
BDO Wealth Advisors
Florida
$48K +$48K +1,115 New
LWM
128
Liberty Wealth Management
California
$43K +$43 +1 +0.1%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$35K -$4.22K -98 -11%
SAM
130
S.A. Mason
Michigan
$31K – – –
HWA
131
HHM Wealth Advisors
Tennessee
$30K +$30K +700 New
RFWA
132
RPg Family Wealth Advisory
Massachusetts
$25.9K – – –
CAC
133
Certified Advisory Corp
Florida
$24K +$43 +1 +0.2%
KPCM
134
Kings Point Capital Management
New York
$21K -$168K -4,000 -89%
1W
135
1776 Wealth
Georgia
$21K +$21K +500 New
TCM
136
Tradewinds Capital Management
Washington
$19K +$88 +2 +0.5%
FANJ
137
Financial Architects (New Jersey)
New Jersey
$19K +$10.6K +250 +125%
PMFA
138
Plante Moran Financial Advisors
Michigan
$17K -$620 -14 -4%
ME
139
McIlrath & Eck
Washington
$15K – – –
GRP
140
Global Retirement Partners
California
$15K – – –
WCG
141
Weaver Consulting Group
California
$15K – – –
DWM
142
Darwin Wealth Management
Florida
$15K +$15K +367 New
PO
143
Private Ocean
California
$14K +$14K +335 New
EI
144
Ellevest Inc
New York
$13K -$65.9K -1,531 -84%
FHA
145
First Horizon Advisors
Tennessee
$13K – – –
CAW
146
Cornerstone Advisors (Washington)
Washington
$13K +$13K +300 New
CICI
147
Capital Investment Counsel Inc
North Carolina
$13K +$13K +302 New
APA
148
American Portfolios Advisors
New York
$11.1K +$9.63K +224 +659%
EWM
149
EPG Wealth Management
Georgia
$11K -$2.53K -59 -19%
MF
150
Manchester Financial
California
$11K -$673 -15 -6%
4 5
6
7 8